Real Value 100

Andre Schettler

Performance

  • +79.9 %
    since 2013-02-24
  • +21,2 %
    1 Jahr
    -0,22 %
    Heute
    -9,0 %
    Max Verlust (bisher)
    0,5x
    Risiko-Faktor
    ;
    You want access to all the information?
    • All key figures
    • The current portfolio
    • Every trade in real time

Trade Idea

The approach of value investing is to be pursued in the investment strategy of the portfolio. The profitability and price of the company should be the focus of the investment decision. Additionally, the examination of the capital and financial strength should help avoid value traps.

The companies contained in the investment universe should be screened on the basis of fundamental analysis and a ranking disclosing the best investment opportunities should be created in the subsequent scoring procedure. A wide range of components of the financial statements are resorted to in doing so.

The foundations for the screen are derived from the insights of great value investors such as Ben Graham, Warren Buffet, John Templeton and Peter Lynch. In their opinion, corporate values can deviate – sometimes even strongly so – from their intrinsic value (fair value) due to human behaviors and emotions (see behavioral finance). These insights are combined with new technical and analytical methods of finance. The investment strategy applied in this wikifolio is to detect in particular undervalued companies which are subsequently invested in. Through a rule-based system and trading, emotions are to be largely excluded from the investment process.

This wikifolio is particularly suitable for medium to long-term investors due to the nature of the investment strategy. The investment strategy aims at achieving a clear outperformance compared to globally diversified stock markets (indices) across the economic cycle (5–7 years).

The wikifolio should be invested in the market at all times. Asset hedging measures are possible, but do not take priority. The investment universe is to include international stocks with a focus on the US and Europe. Mainly individual stocks should serve as investment instruments; funds or ETFs can be used as well. During the first year, the portfolio was in its development phase. show more
This is a non-binding translation of wikifolio.com.
Show original text
Master data
Symbol
WFRVALU100
Date created
2013-02-24
Index level
High watermark
179.0

Rules

wikifolio labels

Investment Universe

Trader

Andre Schettler
Registered since 2013-02-16

Decision making

  • Fundamental analysis

Comments

Comment

Performance-Rückblick auf das Jahr 2018:

  • MSCI World Total Return (EUR): -4,2%
  • Real Contrarian: -14,5%
  • Real Value Dividende: -14,7%
  • Real Value Global 50: -20,2%
  • Real Value 100: -20,7%
  • Quellen: wikifolio-Kursausweis
show more

Comment

Performance-Rückblick auf das Jahr 2017: Real Value Global 50: +20,4% Real Contrarian: +17,8% Real Value 100: +9,4% Real Value Dividende: +8,6% MSCI World Total Return (EUR): +8,0% Quellen: wikifolio-Kursausweis; onvista show more

Comment

Nach einjähriger Testphase habe ich nun mein 4. wikifolio publizieren lassen. Damit kann das wikifolio "Real Contrarian" ab jetzt vorgemerkt und hoffentlich bald auch darin investiert werden. https://www.wikifolio.com/de/de/wikifolio/real-contrarian Die Auswahl der Titel dieses wikifolio basiert fast ausschließlich auf der zurückliegenden Wertentwicklung und soll Ertragschancen von Turnaround-Kandidaten zugänglich machen. Besonders spannend finde ich dabei das Diversifikationspotenzial, welches diese Art der Anlagestrategie mit sich bringt. Einfach mal reinschauen... show more

Comment

Als kleinen Tipp zum "nach unten Nachkaufen" empfehle ich gern folgende Richtlinie, beruhend auf der historischen Häufigkeit des Ereignisses: Angenommen man hat 1000€ zum anlegen, dann kaufe ich für 100€ (10%) nach, wenn der Markt um 10% im Vergleich zum letzten Hochstand gefallen ist, nochmal 230€ (also insgesamt 33%) wenn der Markt um 15% tiefer steht. Weitere 300€ (insgesamt 63%) wenn der Markt 20% tiefer steht. Nochmal 140€ bei minus 30% (insgesamt dann also 77%), dann 130€ bei minus 40% (insgesamt 90%) und die letzten 100€ bei minus 50% (entspricht 100%). Damit kommt man nicht in Versuchung schon zuviel bei einem zu kleinen Rückgang nachzukaufen. Außerdem helfen solche Regeln, um Emotionen und falsche Erwartungen beim Kauf außen vor zu lassen. show more
Don't miss out on anything!
To see all comments of this wikifolio please create an account.